Accounting Services: Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
*Accounting system setup for new businesses
*Bookkeeping (Monthly/Quarterly/Annual)
*Business tax return preparation (Sales & Use/Business Property)
*Computerized payroll services
*General ledger & financial statement preparation
*Litigation support
*Personal financial statements
Bookkeeping/Write-Up: Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Business Consulting: We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
Business Entity Selection: Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Business Property Tax Returns: Preparation and filing of the returns.
C-Corporation and S-Corporation Tax Returns
Eldercare Services: Eldercare services involve three types of services: Direct services, Assurance services and Consulting services. Direct services entail the more traditional aspects of accounting and financial services. Assurances services involve the measuring and reporting on prescribed goals against stated criteria. Consulting services include planning and evaluation of client needs. Individual plans can be customized with any combination of services.
Estate & Trust Tax Preparation: Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Estate Planning: Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Homeowner's Associations: Preparation of reviewed financial statements, as required by state law, tax return preparation and financial planning for homeowner's association groups.
Individual Income Tax Preparation
Management Advisory Services: Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.
Medical Practice Consulting
Monthly/Quarterly Financial Statements: Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.
Partnership Tax Returns
Payroll Services: As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Quickbooks Accounting Software Implementation: We have staff experienced in the setup and implementation of Quickbooks/Quickbooks Pro products to assist our clients in tracking daily business transactions, processing payroll and monitoring their profitability.
Retirement Planning: Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Reviews & Compilations: We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use.
" Sales Tax Return Preparation: Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Trustee Services:
